Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$126K Sell
2025
Q1
$183K Buy
2024
Q4
$244 Sell
2024
Q3
$526K Sell
2024
Q2
$564K Buy
2024
Q1
$651K Sell
2023
Q4
$602K Sell
2023
Q3
$560K Buy